Well Done LLC’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,594
| Closed | -$108K | – | 553 |
|
|
2018
Q4 | $108K | Buy |
+2,594
| New | +$108K | 0.03% | 191 |
|
|
2018
Q2 | – | Sell |
-2,262
| Closed | -$118K | – | 448 |
|
|
2018
Q1 | $118K | Buy |
+2,262
| New | +$118K | 0.04% | 146 |
|
|
2017
Q4 | – | Sell |
-17,877
| Closed | -$782K | – | 144 |
|
|
2017
Q3 | $782K | Buy |
+17,877
| New | +$782K | 0.24% | 63 |
|